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Gainsight Employee ⭐️
May 4, 2021
New Idea

CTA Boolean Fields should display as Checkboxes in CTA Layout

Related products:CS Cockpit & Playbooks
  • May 4, 2021
  • 34 replies
  • 659 views

Team,

When we add a new custom boolean field on the CTA task layout, it is appearing as a dropdown menu with options of None, True and False. We do not see an option to make this a checkbox. Can we implement this future in roadmap?

34 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
September 20, 2021

+1 definitely feel like this makes for a better experience. 

darkknight
Expert ⭐️
September 20, 2021

100% agree - visualizations should always be geared to the perspective of the end user.  

 Our users don’t think in a “true/false” way, and the new boolean CTA appearance is confusing.

 

Jeff Kirkpatrick
bradley
Expert ⭐️
September 21, 2021

100% agree - visualizations should always be geared to the perspective of the end user.  

 Our users don’t think in a “true/false” way, and the new boolean CTA appearance is confusing.

 

and technically speaking, a Boolean can’t have three options so it’s not even a proper implementation. If Gainsight wants a...trinary? field type to capture true/false/no one bothered to fill it out great, but a Boolean isn’t it.

 

sriram pasupathi
Helper ⭐️⭐️
September 22, 2021

All, our design team is working on improving this experience. It makes sense NOT to have a dropdown for a boolean option. We will definitely change this. Thanks for the feedback.

dnunex
Contributor ⭐️⭐️
November 9, 2021

Hi,

 

Is there a status on this one? We are facing a similar issue and would really like a Boolean checkbox for our process. 

 

 

Thank you,

Contributor ⭐️⭐️
November 8, 2022

Because there are two schools of thought around whether or not boolean fields should be displayed as checkboxes or not and since Gainsight has gone back and forth several times over the years, why not let the customer decide how they want this done for their own environment?  Give us the option to have them displayed either as checkboxes or a lov in the Administration→ General area or someplace similar.

 

gunjanm
Expert ⭐️
November 8, 2022

@sverbanic Options! That would be great. We as admins are often forced to adapt once of those schools of thought for many areas in the platform...sharing this in the Global Gainsight Admins Slack as I am sure there will be lots of chatter about this very phenomenon. 

Gunjan
jparker
Contributor ⭐️⭐️⭐️⭐️⭐️
November 18, 2022

I’m actually coming to this from the other direction. As the current UI shows three options for this field on the CTA, my teams have requested that the field is NULL by default — to allow it to be configured “close mandatory”, thus requiring an explicit choice by the user before closing the CTA.

Rules Engine doesn’t support setting the value to NULL when creating a CTA even though the UI suggests it’s possible.

I don’t mind which way it’s fixed really but it’s currently ambiguous and confusing — both in the end-user UI and in the admin CTA detail view layout config.

 

Looking for my next role: Gainsight Lead / CS Ops Product Council Member. Let's connect: https://www.linkedin.com/in/jon-parker/
bradley
Expert ⭐️
November 18, 2022

 configured “close mandatory”, thus requiring an explicit choice by the user before closing the CTA.

 

Unless they are creating the CTA and closing it in the same action, then ‘close mandatory’ won’t pick it up :)

jparker
Contributor ⭐️⭐️⭐️⭐️⭐️
November 18, 2022

Yes, exactly! Because of the yes/no/none options, users are requesting something that’s not possible because the UI suggests that it could/should be 

Looking for my next role: Gainsight Lead / CS Ops Product Council Member. Let's connect: https://www.linkedin.com/in/jon-parker/